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First Trust Dorsey Wright Focus 5 ETF
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Overview Fund Activity

195 hedge funds and large institutions have $1.34B invested in First Trust Dorsey Wright Focus 5 ETF in 2020 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 42 increasing their positions, 73 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
+27
Holders Change %
+16.07%
% of All Funds
3.46%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
40
Increased
42
Reduced
73
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PFS
Prospera Financial Services
Texas
+$105M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.69M
3
RIA
Regal Investment Advisors
Michigan
+$4.67M
4
ATPW
Ashton Thomas Private Wealth
Arizona
+$4.52M
5
MWM
Meridian Wealth Management
Kentucky
+$3.22M

Top Sellers

1
SG
Strid Group
Pennsylvania
-$32.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.02M
3
WS
Wedbush Securities
California
-$4.05M
4
UBS Group
UBS Group
Switzerland
-$3.94M
5
Wells Fargo
Wells Fargo
California
-$3.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$1.06M -$49.1K -1,213 -4%
TWM
77
Titus Wealth Management
California
$1.02M +$174K +4,310 +21%
OC
78
Oppenheimer & Co
New York
$995K -$18.4K -455 -2%
QCIG
79
Quad-Cities Investment Group
Iowa
$960K -$549K -13,564 -36%
QWM
80
QP Wealth Management
New Jersey
$956K +$304K +7,510 +47%
CCFM
81
Clear Creek Financial Management
Washington
$954K +$954K +23,591 New
WW
82
Waterfront Wealth
Kansas
$915K +$915K +22,599 New
HWA
83
HCR Wealth Advisors
California
$910K -$13.2K -325 -1%
V
84
Veritable
Delaware
$896K -$4.05K -100 -0.4%
BA
85
Ballew Advisors
Mississippi
$887K -$108K -2,602 -11%
SBSB
86
Sullivan, Bruyette, Speros & Blaney
Virginia
$886K +$735K +18,179 +488%
UCFA
87
United Capital Financial Advisors
Texas
$879K – – –
WWM
88
Western Wealth Management
Colorado
$876K -$114K -2,821 -12%
CIAS
89
Capital Investment Advisory Services
North Carolina
$866K +$91.9K +2,270 +12%
BFA
90
Beacon Financial Advisory
Ohio
$862K +$405K +10,017 +89%
SIG
91
Sargent Investment Group
Maryland
$852K -$139K -3,423 -14%
TNBTD
92
Trustmark National Bank Trust Department
Mississippi
$849K – – –
Renaissance Technologies
93
Renaissance Technologies
New York
$793K +$793K +19,600 New
ASN
94
Advisory Services Network
Georgia
$786K -$89.1K -2,201 -10%
AIC
95
Ameritas Investment Company
Nebraska
$775K – – –
CBFP
96
Cedar Brook Financial Partners
Ohio
$745K -$201K -4,972 -21%
MWM
97
MinichMacGregor Wealth Management
New York
$725K -$607 -15 -0.1%
CAAS
98
Capital Asset Advisory Services
Michigan
$683K -$20.1K -497 -3%
BF
99
BOK Financial
Oklahoma
$682K – – –
WIA
100
World Investment Advisors
California
$670K -$809 -18 -0.1%
2 3
4
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